Rachael HopkinsExpensify Success Coach - AdminPosts: 780Expensify Team
Hi @nhoffman94_tob not sure if you saw that note above, but if you are in support of this Idea, please don't forget to vote on it - the votes are what we use to gauge popularity.
Definitely looking to be able to set rules at policy level to reduce the amount of merchant mis-matches and the hundreds of transactions that we have ending up in Expensify Credit Card Misc. Our submitters don't have access to Xero to check what the exact merchant match needs to be.
I'd like a rule that simplified vendors with wildcard options (anything containing %amazon% or %amzn% defaults to AMAZON). For instance, Google *xxxxxxx, I don't care about the "order number" or whatever that identifier is--detail I need--if ever, is on the receipt. Or, AMZN , AMAZON.COM*xxxxxxx -- I just want that to roll up to AMAZON, GOOGLE, MCDONALDS (don't care about which franchise it is). Would be awesome to be able to standardize Vendors a little bit.
It's a little disappointing to see that this thread was started nearly three years ago but hasn't been implemented yet. But, I'll throw my thought on here since that's what I was instructed to do:
I would love to see the ability to make Description a required field on the Expense Report level. I just had to spend about six hours editing each Category in each of our Policies so that Description is now required. It's too late to save any time for me, but it would be great if that could be changed in the future.
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Hi @Kenpachi - do you mind going to page 1 of this Idea, and adding your vote at the top?
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeYes, please add this feature. I will have to go in and manually add basic rules for each employee.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHi @nhoffman94_tob not sure if you saw that note above, but if you are in support of this Idea, please don't forget to vote on it - the votes are what we use to gauge popularity.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThis is a great idea. -- Not encouraged seeing it was mentioned January of 2018. Looks like it is time to shop around.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeDefinitely looking to be able to set rules at policy level to reduce the amount of merchant mis-matches and the hundreds of transactions that we have ending up in Expensify Credit Card Misc. Our submitters don't have access to Xero to check what the exact merchant match needs to be.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeI'd like a rule that simplified vendors with wildcard options (anything containing %amazon% or %amzn% defaults to AMAZON). For instance, Google *xxxxxxx, I don't care about the "order number" or whatever that identifier is--detail I need--if ever, is on the receipt. Or, AMZN , AMAZON.COM*xxxxxxx -- I just want that to roll up to AMAZON, GOOGLE, MCDONALDS (don't care about which franchise it is). Would be awesome to be able to standardize Vendors a little bit.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeIt's a little disappointing to see that this thread was started nearly three years ago but hasn't been implemented yet. But, I'll throw my thought on here since that's what I was instructed to do:
I would love to see the ability to make Description a required field on the Expense Report level. I just had to spend about six hours editing each Category in each of our Policies so that Description is now required. It's too late to save any time for me, but it would be great if that could be changed in the future.
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1 · Accept Answer Off Topic Insightful Vote Up 1Awesome